Client 1st Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $241K | Hold |
|
|||||
|
2025
Q1 | $240K | Sell |
|
|||||
|
2024
Q4 | $690K | Buy |
|
|||||
|
2024
Q3 | $246K | Sell |
|
|||||
|
2024
Q2 | $238K | Hold |
|
|||||
|
2024
Q1 | $240K | Hold |
|
|||||
|
2023
Q4 | $244K | Sell |
|
|||||
|
2023
Q3 | $284K | Sell |
|
|||||
|
2023
Q2 | $357K | Sell |
|
|||||
|
2023
Q1 | $438K | Buy |
|
|||||
|
2022
Q4 | $343K | Buy |
|